All you need in a platform to manage and close your deals faster

Improving the M&A process at

Single Project

Manage your competitive sell or buy processes.

Starting at

$1,495

per month

Get Started

Who is this plan for?
For those looking to organize, manage, and create an accelerated due diligence process.
‍

Diligence Requests
Eliminate inefficiencies such as duplicate requests, version control issues, and work silos. Diligence requests from every buyer can be accessed by the seller and completed on the platform.
Separate buyer access
Add buyers as a list in a room. Each buyer will have access to their request list. No more passing an Excel tracker back and forth.
Pre-made diligence templates
Upload pre-made diligence templates into a room to automatically set up the room folder structure and request list.
Granular Permissions
Determine the file permissions for each involved party. Chose from view-only, download-only, download original, and edit.
Built-in Data Room
Store and manage deal documents and files in parallel with completing diligence requests. All file types are supported.

Details

Pipeline

Deal origination management, ideal for 0-1 acquisitions/yr.

Starting at

$12,000

per year

Get Started

Who is this plan for?
For those that want to stay organized, on schedule, and informed at all times while simultaneously managing multiple deals

Track & report on deals in one place
Customize your deal dashboard and track targets through the deal funnel. We will help migrate your existing pipeline into DealRoom.
Access project details with one click
Add notes and action items for each project. Easily access complete deal information and review targets.
Preview deals from a timeline view
Analyze your deals with customizable visuals and compare them on a timeline view. Quickly see deal lengths, start dates, end dates, and more.
Access and manage key member information
Search for individual users from the member's section. View member information such as name, email, role, deals/rooms they are part of, and phone number.
Real-Time BI Reporting
Build and share customizable report dashboards with detailed visuals and analytics. Our BI reporting is powered by Google Looker.

Details

Execution Suite

Complete M&A lifecycle management, ideal for 2+ acquisitions/yr.

Talk to sales at

+1 (312) 344-3442

Contact Sales

Request custom pricing

Who is this plan for?
For those looking to manage their sizeable pipeline, execute deals, and manage integration post close

Everything included in pipeline and sell-side, plus..
Pipeline features
Access, track, and report on deals in one place. Stay organized, on schedule, and informed of user activity at all times while simultaneously managing multiple deals.
Real-time BI reporting
Create customizable report dashboards with detailed visuals and analytics. Reports can easily be shared with leadership and external teams. Our BI reporting is powered by Google Looker.
Execution Suite Features
Create an effective M&A workflow for each deal’s lifecycle. Manage diligence, integration, documents, and your pipeline in one place.
Customizable workflow templates
Utilize a library of 30+ plug-and-play customizable M&A workflow templates and checklists to minimize diligence timelines, accelerate integrations, and more.
Premium Support
Reach customer support whenever you need assistance with 24/7 concierge service coverage. Connect with us via phone, email or chat.

Details

HALO saved 50% of their time using DealRoom. Valuable time gained back was repurposed and spent looking at data rather than managing Excel trackers.

Mike Palumbo

Corporate Development

DealRoom acts as a single source of truth. With DealRoom, we get deals done quicker. As corporate development professionals know, the longer you stay in the diligence, the harder it is to close

Zach Mueller

Corporate Development

DealRoom helps direct our time. The ability to go back and see how often people go into DealRoom, whether they are completing their tasks, pull those reports, etc. helps us know where to spend our time.

Allison D'Agostino

Director of Integration

Read all customer stories

End-to-end M&A Features

All you need to enable collaboration across the transaction lifecycle and maximize value faster in every deal.

Automated Real-time Reporting

Get real-time, holistic insight into the state of your team’s work and everything you need to take action—without leaving DealRoom.

Multi-party Project Management

Save time and reduce stakeholder errors. Get access to centralized information in real-time, streamline workflow processes, and make informed decisions.

Diligence-Integration Management

Enable integration planning at the start of diligence. Align teams on objectives and key results, and realize all value opportunities.

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Execution Suite

Complete M&A lifecycle management, ideal for 2+ acquisitions/yr.

Professional

Manage the whole M&A lifecycle on a single, secure platform, all the way from origination through integration. Everything included in Pipeline Plan+ Deal Management + BI Reporting

Suggested for frequent acquirers (1-5 deals/yr)

Custom Pricing

billed
monthly

Contact Sales

Enterprise

For large teams that simply require more. Get everything included in Professional + More Storage + SSO + Integrations

Suggested for large teams or serial acquirers (5+ deals/yr)

Custom Pricing

billed
monthly

Talk to sales at

+1 (312) 344-3442

Contact Sales

Project Rooms

10 rooms

Unlimited

Pipelines

Users

Unlimited

Data + File Storage

20GB

50GB - 10TB

M&A Science Academy Licenses

1 included

3 included

Pipeline Features

Deal tracking, project details, timeline views, and member information

Manage Pipeline

Manage Contacts

Bulk Message Groups

Pipeline Reporting Charts

Unlimited

Share Pipeline Views

Outlook/Gmail Integration

Execution Features

Diligence, pipeline, integration, and document management

Library of 25+ Diligence/Integration Templates

Diligence and Integration Workstream Management

Switch from Diligence to Integration at anytime

Auto Index and link Files to Requests upon Upload

Custom fields

Task management designed for M&A

Integration planning

Automated Task Reminders

Virtual Cross-functional Teams

Map diligence data to Integration tasks

Diligence Risk and Findings Reporting

Integration Progress Reporting

Easy Import/Export

Synergy Tracking

OKR Tracking

Custom configurations

Project Management

Diligence task creation, premade room templates, progress tracking, and in-platform communication

Drag and drop document collection

Request lists imported directly from Excel

Risk and progress tracking

Private and group comments

Task dependencies

Start dates

Diligence to post-merger integration workflow

Live-link documents

Export requests with comments and indexes

Reverse request lookup

Recall previous responses

Security

Customizable file, request, room, and permissions

Meets public company security standards

Granular Multi-party Security Management

Automated watermarking documents

Full Audit trail and activity analytics

Private Cloud

White Label

SSO

API

Support

Contact support via phone, chat, or email, as well as onboarding support

24/7 Concierge service

Dedicated Success Manager

Executive-level support (5 hours)

Onboarding Package

Application Security

Data security: unauthorized access, data theft, and loss prevention

Strict single-user ID and password protocol

Two-factor authentication

Encrypts and protects data when in transit and at rest

User provisioning and deprovisioning

Dynamic and static watermarking

Data siloing in private cloud servers

Elimination of insecure email communications with sensitive docs

Infrastructure Security

Data, systems, and resources protection

256-bit AES encryption

Strategically separated and geographically remote data centers

Disaster recovery with repeated failover capabilities and data center recovery testing

DealRoom personnel are screened and bound by strict confidentiality agreements

Data Center Certifications

Enterprise-grade security

SOC 1/SSAE 16/ISAE 3402 (formerly SAS 70)

SOC 2 Type II (formerly SAS 70 Type II)

FISMA, DIACAP, and FedRAMP

HIPPA/ITAR

DOD CSM Levels 1-5

PCI DSS Level 1

ISO 9001 / ISO 27001

FIPS 140-2

MTCS Level 3

Single Project

Deal origination management, ideal for 0-1 acquisitions/yr.

Billed monthly

Billed annually

-20%

Professional

Unlimited users and 5 GB of data

‍

1,495

billed
monthly

/ month billed monthly

1,195

billed
monthly

/ month billed annually

Get Started

Professional Plus

Unlimited users, 20 GB of data, & dedicated customer success manager

2,995

billed
monthly

/ month billed monthly

2,495

billed
monthly

/ month billed annually

Get Started

Enterprise

Unlimited users, 250 GB of data, & dedicated customer success manager

5,995

billed
monthly

/ month billed monthly

4,995

billed
monthly

/ month billed annually

Get Started

Projects

Users

Unlimited

Data + File Storage

5GB

20GB

250GB

Project Management

Create / complete diligence tasks, assign users, set dates, communicate with team members, and attach files

Drag and drop document collection

Request lists imported directly from Excel

Risk and progress tracking

Private and group comments

Task dependencies

Start dates

Diligence to post-merger integration workflow

Live-link documents

Export requests with comments and indexes

Reverse request lookup

Recall previous responses

Data Room

Securely store and organize all file types

Drag and drop capability

Auto indexing

Watermarking

Recent uploads file list

Individual document page bookmarking

Bulk document downloads

File revision control & updating

Protected document archiving and deletion

User management tools

Predictive search

Custom permission groups

Audit trail

Data room features

Library of 25+ Diligence / Integration Templates

Request management

Auto Index and link Files to Requests upon Upload

Task management designed for M&A

Easy Import/Export

Customize logo and colors

Project timeline

Progress reporting

Named Client Success Manager

Application Security

Data security: unauthorized access, data theft, and loss prevention

Strict single-user ID and password protocol

Two-factor authentication

Encrypts and protects data when in transit and at rest

User provisioning and deprovisioning

Dynamic and static watermarking

Data siloing in private cloud servers

Elimination of insecure email communications with sensitive docs

Infrastructure Security

Data, systems, and resources protection

256-bit AES encryption

Strategically separated and geographically remote data centers

Disaster recovery with repeated failover capabilities and data center recovery testing

DealRoom personnel are screened and bound by strict confidentiality agreements

Data Center Certifications

Enterprise-grade security

SOC 1/SSAE 16/ISAE 3402 (formerly SAS 70)

SOC 2 Type II (formerly SAS 70 Type II)

FISMA, DIACAP, and FedRAMP

HIPPA/ITAR

DOD CSM Levels 1-5

PCI DSS Level 1

ISO 9001 / ISO 27001

FIPS 140-2

MTCS Level 3

Add ons

Additional data storage

$150/GB

USB Archives

$250 each

Pipeline

Manage your exclusive or competitive sell processes.

Pipeline Professional

A single platform to manage your pipeline, track target company data, build BI reporting, and share data analytics.

Billed annually. Switch the Billing cycle to Annual to view Enterprise pricing.

12,000

billed
monthly

billed annually

Get Started

Deal Profiles

Unlimited

Users

Unlimited

Data + File Storage

1GB

Contact management

Pipeline reporting

Outlook/Gmail Integration

Easy Import/Export

Customize logo and colors

Named Client Success Manager

Customize logo and colors

Custom reporting

Custom configurations

Single sign-on (SSO)

Application Security

Data security: unauthorized access, data theft, and loss prevention

Strict single-user ID and password protocol

Two-factor authentication

Encrypts and protects data when in transit and at rest

User provisioning and deprovisioning

Dynamic and static watermarking

Data siloing in private cloud servers

Elimination of insecure email communications with sensitive docs

Infrastructure Security

Data, systems, and resources protection

256-bit AES encryption

Strategically separated and geographically remote data centers

Disaster recovery with repeated failover capabilities and data center recovery testing

DealRoom personnel are screened and bound by strict confidentiality agreements

Data Center Certifications

Enterprise-grade security

SOC 1/SSAE 16/ISAE 3402 (formerly SAS 70)

SOC 2 Type II (formerly SAS 70 Type II)

FISMA, DIACAP, and FedRAMP

HIPPA/ITAR

DOD CSM Levels 1-5

PCI DSS Level 1

ISO 9001 / ISO 27001

FIPS 140-2

MTCS Level 3

Customer Stories

Customer success on DealRoom

DealRoom revolutionizes deal-making processes. See how our customers streamline workflows, increase efficiency, improve communication, and close deals faster.

Sell-side

Sellers use DealRoom to organize and share confidential information, streamline multi-party diligence, and proactively communicate with buyers.

The M&A process is enhanced through project management features and top-tier security, resulting in reduced costs for clients and faster closing times.

Duff & Phelps

Peanut Butter

Pipeline

DealRoom enables lean M&A teams to track, consolidate, and manage all M&A target opportunities from sourcing through integration.

With the platform, teams gain improved organization and visibility, resulting in better decision making, increased deal flow, and higher deal success rates.

Recycle Track Systems

Halo

Execution Suite

Corporations utilize DealRoom to achieve improved efficiencies, quicker diligence, more business continuity, faster synergy realization, and increased revenue.

A one-stop-shop solution for M&A teams to manage the entire deal lifecycle, from deal sourcing to post-merger integration

Emerson

Bayada

Paylocity

View All Customer Stories

What ROI do DealRoom customers get?

Achieve unparalleled dealmaking success with DealRoom - join the ranks of the world's top M&A transactions powered by our end-to-end tools and trusted software.

Minimize diligence time

Complete diligence up to 40% faster. Diligence request communication, tracking, and completion call all be done on one platform.

Enhanced people experience

Communicate with internal and external teams. Each user can only access and see what is applicable to them.

Accelerate integration schedules

Build your post close road map in parallel with due diligence. Simultaneously track the progress and history of different integration workstreams with visuals and graphs.

Improved pipeline visibility

Gain big picture visibility with pipeline management. Preview deals from a timeline view to see how they compare including deal lengths, start dates, and end dates.

How we transform the M&A process in numbers

11000+

M&A Deals Transformed

124% boost

In time efficiency to close a deal

50% faster

Due diligence

6+ months

In savings on integration

Frequently asked questions

Can't find the answer here? Contact support

Do you have volume discounts?

We offer volume discounts on a case-by-case basis. Please contact one of our sales reps to learn more: sales@dealroom.net

Do you offer free trials?

Experience DealRoom firsthand with a comprehensive, free walkthrough. Schedule a call with our team, and we'll showcase all the features and benefits our platform has to offer.

What are the benefits of flat rate DealRoom pricing over per-page pricing?

Flat-rate plans include data storage according to a chosen plan with no hidden fees or additional costs. Learn more

Does DealRoom integrate with other software?

Yes. If requested, we can integrate with other Software such as Slack, Salesforce, Marketo, etc. Please contact a sales rep to learn more: sales@dealroom.net

Get started today

Guiding the trajectory of your enterprise is a monumental obligation. Nonetheless, it doesn't have to be an insurmountable challenge.

Our half-century of expertise in M&A makes us the ideal partner, whether you're engaged in sales, acquisitions, seeking funding, or streamlining operations.

Talk to sales

Request a demo

See it in action!

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24/7 online support